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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-01 |
Branch Locations
5750 Coventry Ln Ste 110, Fort Wayne, IN 46804 • United States
Fort Wayne, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 02/2021 | Present |
| Kentucky Wesleyan College | Owensboro | KY | 06/2020 | 02/2021 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2018 | 05/2020 |
| Kentucky Wesleyan College | Owensboro | KY | 08/2014 | 05/2018 |
| University Of Notre Dame | Notre Dame | IN | 06/2019 | 08/2019 |
Outside Employment; AR Group, LLC; Financial Advisor - meet with clients and provide comprehensive financial planning and investment advice - paraplanner work - creation and development of financial plans; Manage advisory business; 5750 Coventry Lane, STE 110, , Fort Wayne, IN, 46804; Investment-Related; 03/01/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Foundation for Financial Planning (FFP) Volunteer with the Medical Society of Virginia Foundation; Pro-bono financial planning volunteer position offering educational meetings and potential webinars with medical students and residents based out of Virginia. This is offered through the Foundation for Financial Planning (FFP) with the Medical Society of Virginia Foundation.; 2924 Emerywood Pkwy Ste 300, , Richmond, VA, 23294; Investment-Related; 07/14/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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